Consulting Intake — NerdlyBuilds

Company / Business Name

If Other, please describe

Primary Location (City, State)

Total Employees (including contractors)

Which services are you interested in?

Technology Strategy & RoadmapBusiness analysis, tech blueprint, prototypes, pitch materialsProcess AutomationEliminate manual workflows, reduce errors, accelerate throughputFTE OptimizationReduce labor costs through automation and role restructuringAI Tool ConsultingFigure out which AI tools to adopt and how to integrate themAI Training & EnablementTeach your team to use AI effectively in their daily work

How urgently do you need this?

Approximate budget range

In one or two sentences, what's the #1 problem you're trying to solve?

How would you describe your organization's tech sophistication?

Key software tools you currently use (list all that matter)

Do you have a mobile app?

Do you handle any sensitive data?

Health / Medical (PHI)Patient records, health assessments, treatment dataPayment / Financial (PCI)Credit card processing, financial recordsPersonal Information (PII)Names, addresses, SSNs, etc.HIPAA-regulatedHealthcare entity or business associateNothing particularly sensitive

Are there systems that should talk to each other but don't?

Describe 2–3 tasks your team does repeatedly that feel like they should be automated

Where does work get stuck or slow down?

Where do mistakes happen most often?

Are there roles you've considered restructuring or eliminating if the right automation existed?

If yes, which roles or functions?

How is your team currently using AI?

What concerns you most about adopting AI?

Data privacy & securityWorried about sending company data to AI toolsQuality & accuracyDon't trust AI output without heavy reviewImpact on employeesWorried about morale or job displacementCost vs. valueNot sure the ROI justifies the investmentImplementation complexityDon't have the technical skills to set it upRegulatory / compliance riskIndustry rules that may restrict AI useNo major concerns — just need guidance

If AI could do one thing for your business tomorrow, what would it be?

Would your team benefit from AI training?

How many people would need training?

How will you measure success from this engagement?

Cost savingsMeasurable reduction in operational costsTime savingsHours recovered per week/monthRevenue growthNew capabilities that drive top-line growthQuality improvementFewer errors, better customer experienceScalabilityAbility to grow without proportional headcount increaseCompetitive advantageTechnology moat that competitors can't easily replicateStrategic clarityA clear roadmap we can execute against

Who else is involved in this decision?

Have you tried solving this before? What happened?

Anything else I should know?

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Tell me about your business

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